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ESMAX vs TRZPX
ESMAX vs TRZPX Comparison
Open Charts ESMAX vs TRZPX
ESMAX vs TRZPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRZPX has more cash in the bank: 878M vs. ESMAX (176M). ESMAX pays higher dividends than TRZPX: ESMAX (3.06) vs TRZPX (2.69). ESMAX was incepted earlier than TRZPX: ESMAX (26 years) vs TRZPX (5 years). ESMAX (1.44) is less costly to investors than TRZPX (0.84). ESMAX is a more actively managed with annual turnover of: 147.00 vs. TRZPX (52.80). TRZPX has a lower initial minimum investment than ESMAX: TRZPX (0) vs ESMAX (1000). TRZPX annual gain was more profitable for investors over the last year : 3.61 vs. ESMAX (-9.89). TRZPX return over 5 years is better than : 9.38 vs. ESMAX (0.56).
| ESMAX | TRZPX | ESMAX / TRZPX | |
| Total Expense Ratio | 1.25 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.44 | 0.84 | 171% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 19.218 | 6.006 | 320% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 878M | 20% |
| Annual Yield % from dividends | 3.06 | 2.69 | 114% |
| Returns for 1 year | -9.89 | 3.61 | -274% |
| Returns for 3 years | 16.29 | 22.60 | 72% |
| Returns for 5 years | 0.56 | 9.38 | 6% |
| Returns for 10 years | 59.29 | N/A | - |
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